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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,128,033 | $95,406+1082.4% | $185,849+507.0% | $85,847+1214.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.55% | 23.59%+2.0pp | 122.10%-96.5pp | 318.61%-293.1pp |
| Employer contribution / active EE | $28,996 | $3,314+775.0% | $5,169+461.0% | $2,565+1030.3% |
| Participant deferral / active EE | $16,496 | $3,424+381.9% | $5,569+196.2% | $3,952+317.4% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |